Jacob and Rob briefly analyze the latest inflation data from the U.S. before exploring major geopolitical news (Turkey’s about face on Sweden’s membership in NATO + Ukraine’s future in NATO) and economic news (Brazil’s tax reform). They close with a discussion about a potential emerging trend in health, brought to you courtesy of developments in Rio school cafeterias, and a warning about what the week ahead will bring for Peru.
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Timestamps:
(00:00) - Intro
(02:00) - Inflation
(05:00) - What's the Fed's next move?
(10:00) - Are we nearing the end of the inflation crisis?
(14:06) - Germanium and Gallium
(16:30) - Geopolitics
(17:20) - Why is Erdogan doing such an about face in Turkey?
(33:49) - Brazil's Tax Reforms
(40:00) - Brazilian Hotdogs and AI
(47:44) - Quality of food
(51:35) - Peruvian Unrest
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CI Website: https://cognitive.investments
CI Twitter: https://twitter.com/CognitiveInvest
Jacob LinkedIn: https://www.linkedin.com/in/jacob-l-s-a9337416/
Jacob Twitter: https://twitter.com/JacobShap
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Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).
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Referenced In The Show:
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Disclaimer: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.
